Anic Equity¶
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Total return since start: 0.557 %¶
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Equity now: -----------------------------> 47552.12 Kr¶
Max Equity ever reached: ------------> 48629.89 Kr¶
Portfolio value: --------------------------> 46154.3 Kr¶
PnL: ---------------------------------------> -734.27 Kr¶
DD now: ---------------------------------> -2.216 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-01-30 13:04:11.716477'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| FM Mattsson Mora Group B | 50 | 1.750000 | 3195.000000 | 268.000000 | 9.160000 | 2927.000000 |
| HMS Networks | 2 | 0.100000 | 780.800000 | 107.800000 | 16.020000 | 673.000000 |
| Nordea Bank Abp | 29 | 0.510000 | 3532.780000 | 78.780000 | 2.280000 | 3453.999992 |
| HEBA B | 70 | -3.860000 | 2702.000000 | 66.000000 | 2.500000 | 2636.000010 |
| MedCap | 2 | 0.210000 | 468.000000 | 47.000000 | 11.160000 | 421.000000 |
| SAAB B | 8 | -0.050000 | 3418.400000 | 41.400000 | 1.230000 | 3377.000000 |
| Samhällsbyggnadsbo. i Norden B | 20 | -5.930000 | 384.200000 | 29.200000 | 8.230000 | 355.000000 |
| Resurs Holding | 22 | -1.190000 | 602.800000 | 28.800000 | 5.020000 | 573.999998 |
| AcadeMedia | 12 | 1.040000 | 585.360000 | 28.360000 | 5.090000 | 557.000004 |
| Swedbank A | 3 | 0.280000 | 591.000000 | 27.000000 | 4.790000 | 564.000000 |
| OEM International B | 7 | 0.260000 | 548.800000 | 20.800000 | 3.940000 | 527.999997 |
| Fastighetsbolag. Emilshus Pref | 21 | 0.730000 | 579.600000 | 17.600000 | 3.130000 | 562.000005 |
| Intrum | 4 | -0.990000 | 542.600000 | 15.600000 | 2.960000 | 527.000000 |
| Eastnine | 4 | 0.160000 | 506.400000 | 15.400000 | 3.140000 | 491.000000 |
| Norva24 Group | 16 | -0.570000 | 556.800000 | 13.800000 | 2.540000 | 543.000000 |
| Corem Property Group B | 59 | -4.860000 | 583.810000 | 6.810000 | 1.180000 | 576.999999 |
| Securitas B | 6 | -1.940000 | 576.600000 | 6.600000 | 1.160000 | 570.000000 |
| Karnov Group | 9 | -0.990000 | 540.000000 | 4.000000 | 0.750000 | 536.000004 |
| Samhällsbyggnadsbo. i Norden D | 12 | -3.550000 | 247.920000 | 1.920000 | 0.780000 | 246.000000 |
| Creaspac SPAC | 6 | -0.620000 | 577.800000 | 0.800000 | 0.140000 | 577.000002 |
| Coor Service Management Hold. | 8 | -1.630000 | 532.000000 | 0.000000 | 0.000000 | 532.000000 |
| Handelsbanken A | 5 | 0.690000 | 544.000000 | -2.000000 | -0.370000 | 546.000000 |
| Midsona B | 63 | -0.110000 | 567.000000 | -16.000000 | -2.740000 | 582.999984 |
| Boozt | 12 | -2.080000 | 1635.600000 | -18.400000 | -1.110000 | 1653.999996 |
| CTEK | 13 | -1.070000 | 504.140000 | -29.860000 | -5.590000 | 533.999999 |
| Essity B | 2 | 1.680000 | 543.400000 | -30.600000 | -5.330000 | 574.000000 |
| International Petroleum Corp. | 5 | -2.090000 | 562.000000 | -32.570000 | -5.480000 | 594.565215 |
| Sampo Oyj SDB | 7 | 0.830000 | 3811.500000 | -38.500000 | -1.000000 | 3850.000000 |
| Essity A | 4 | 1.860000 | 1094.000000 | -55.000000 | -4.790000 | 1149.000000 |
| Vivesto | 1368 | -0.840000 | 549.390000 | -63.610000 | -10.380000 | 612.999432 |
| Fasadgruppen Group | 35 | 1.140000 | 3731.000000 | -80.000000 | -2.100000 | 3810.999990 |
| Beijer Electronics Group | 26 | 2.240000 | 2844.400000 | -126.600000 | -4.260000 | 2971.000006 |
| OX2 | 18 | 1.430000 | 1466.100000 | -197.900000 | -11.890000 | 1663.999992 |
| Axfood | 13 | 1.650000 | 3524.300000 | -231.700000 | -6.170000 | 3756.000001 |
| Ovzon | 52 | -2.060000 | 2724.800000 | -637.200000 | -18.950000 | 3361.999992 |
| TOTAL | 46154.300000 | -734.270000 | -2.21627% | 46888.564618 |
Updated:¶
'2023-01-30 13:04:24.810943'
None
Last optimization/rebalancing:¶
'2023-01-02'
Next optimization/rebalancing:¶
'2023-02-10'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
